How to send Forms to client using Template?

Learn to quickly send a form to clients using a template: create, edit, map fields, and dispatch in a few steps.

1. Go to Client section.
2. Navigate to Contracts tab.
3. Click on create contract (Blue + button).
4. Select “Use Template”
5. Select any template from the options.
6. Edit name and description of template and click on Submit.
7. Map the fields by Drag and drop form fields to the contract form.
8. Click on “send to clients”.